Application Specialist

Position Purpose

The Application Specialist will join a team and contribute to the configuration, creation of reports & dashboards, and requirements definitions for SugarCRM, Salesforce, and other client facing systems. The configuration process is highly collaborative; Application Specialists are expected to work with team members and clients as they work through needs and support products as they evolve. As an Application Specialist, you will be able to operate independently, though typically will work as part of a team with varying skill sets to create, configure, support, and deploy production applications.


  • The Application Specialist generates professional services revenue and ensures customer success by:
  • Collaborating with Clients and other W-Systems staff to determine requirements, design and implement solutions as needed.
  • Configuring off-the-shelf customer facing applications
  • Preparing reports and related dashboards in supported applications
  • Writing functional specifications


Desired Outcomes

  • Deliver customer projects on time and on budget.
  • Customer projects are well understood by the client manager, of high quality, fully tested, and fully documented.


Major Tasks, Responsibilities and Key Accountabilities

~70% - Delivery & Execution:

  • Collaborates with other team members (UX, engineering, and product management) to configure scalable software solutions
  • Documents, reviews and ensures that all quality and change control standards are met
  • Works with Team to ensure requirements and specifications are developer-ready, easy to understand, and testable
  • Configures commercial off the shelf solutions to align with evolving business needs
  • Creates meaningful dashboards, and reporting features as requested by clients

~20% - Support & Enablement:

  • Fields questions from colleagues and clients
  • Provides application support for both software running in production and development environments
  • Validates data conversion, imports, and automated integration
  • Collaborates with Technical Support and SugarCRM Support department when needed

~10% - Learning:

  • Participates in learning activities to stay up-to-date with client facing software packages
  • Proactively views articles, tutorials, and videos to learn about new technologies and best practices being used within other technology organizations

Minimum Qualifications

  • Must be eighteen years of age or older.
  • Must be legally permitted to work in the United States.
  • The knowledge, skills and abilities typically acquired through the completion of an associate’s degree program or equivalent degree in a field of study related to the job.
  • Years of Relevant Work Experience: 1 years
  • Physical Requirements:  Most of the time is spent sitting in a comfortable position and there is frequent opportunity to move about. On rare occasions there may be a need to move or lift light articles.


Preferred Qualifications

  • 1-3 years of relevant work experience
  • Experience in UI design & configuration
  • Experience with CRM application configuration and management
  • Experience in preparing customer requirements documentation and design specifications


Preferred Certifications

  • SugarCRM Certified Administrator
  • Salesforce Certified Administrator

Location: Austin, TX

Job type: Full Time

Job status: Open

Job department: Professional Services

Required experience: Mid Level


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